Consultant - Marketing Transformation
Optima Partners is seeking a Marketing Transformation Consultant to join our growing Customer Strategy & Engagement team. The role is designed for a professional with 2–5 years of consulting or relevant in‑house experience, eager to make an impact at the intersection of marketing, technology and customer experience.
As part of our project teams, you will help leading organisations modernise how they plan, deliver and measure customer engagement. You will collaborate with clients to design future‑fit marketing operating models, enablement strategies and capabilities that drive real business outcomes and deliver more personalised, effective customer experiences.
Key Responsibilities
* Support the delivery of transformation programmes across marketing operating models, capability development, technology enablement and ways of working.
* Apply and adapt Optima’s frameworks and methodologies to help clients scale real‑time, personalised engagement that leverages AI.
* Leverage marketing automation, CRM and personalisation platforms to unlock customer value and deliver measurable results.
* Craft content strategies tailored to different stages of the customer lifecycle.
* Architect seamless, multi‑channel customer journeys.
* Manage day‑to‑day project tasks, ensuring high‑quality delivery and clear communication with clients and internal teams.
* Support proposal development and thought leadership that showcases Optima’s expertise in marketing and customer engagement.
* Build strong working relationships with stakeholders and project teams, demonstrating confidence and professionalism in client‑facing situations.
* Communicate clearly and effectively, simplifying complex ideas and fostering adoption of new solutions.
* Apply curiosity, collaboration and a can‑do mindset, balancing structured thinking with a practical approach to delivery.
Essential Skills & Experience
* 2–5 years’ professional experience at a consultancy, agency or relevant industry role.
* Experience in customer engagement, marketing transformation or CX roles.
* Understanding of 1:1 marketing and personalisation principles.
* Exposure to customer journey mapping and omnichannel engagement design.
* Strong analytical and problem‑solving skills.
* Highly proficient in Microsoft PowerPoint and Excel.
* Excellent communication and presentation skills.
* Able to deliver and facilitate client workshops, both digitally and in‑person.
Desirable
* Knowledge of MarTech architecture, including Customer Data Platforms and Decisioning Engines.
* Familiarity with platforms such as Adobe, Salesforce and Pega.
* Understanding of real‑time engagement or next‑best‑action approaches.
The Team
You’ll be part of Optima’s Customer Strategy & Engagement service line – a dynamic group of strategists who help clients unlock customer value and deliver transformation, providing bold ideas and practical solutions to every engagement.
You’ll collaborate closely with colleagues across other service lines, including Growth, Delivery Office, Data Science and Data Engineering, contributing your marketing expertise to shape integrated, future‑ready solutions.
Our team is based all over the UK, but every individual is aligned to one of our offices in either Edinburgh, London or Bristol.
The Company
Optima Partners brings together expertise in design, transformation, data, marketing and technology to help organisations grow and thrive. We are the go‑to challenger consultancy for AI‑driven transformation in the financial services, energy and telecoms industries, helping clients move from strategy to outcomes fast. Our clients include Lloyds Banking Group, Barclays, Virgin Money, Royal London, Aviva, Ovo Energy, The AA, and more.
Our approach is hands‑on: we stay embedded through delivery, simplify complexity, and focus on lasting results. We believe in forming deep partnerships with clients, so our work doesn’t just advise but delivers impact in practice.
For those joining us now, it’s an especially exciting time – we’re scaling fast and building the next chapter of our growth story.
Ready to lead the next wave of marketing transformation? We’d love to hear from you.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Marketing and Sales
Industries
Business Consulting and Services
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